CPW
NDAQ icon

Crestmont Private Wealth’s Nasdaq NDAQ Stock Holding History

Crestmont Private Wealth’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11,089
Closed -$941K – 115
2026
Q1 		$941K Buy
11,089
+716
+7% +$64.2K 0.3% 25
2025
Q4 		$1.01M Buy
10,373
+203
+2% +$18.3K 0.33% 21
2025
Q3 		$900K Buy
10,170
+450
+5% +$41.7K 0.3% 24
2025
Q2 		$869K Buy
9,720
+538
+6% +$42.9K 0.31% 21
2025
Q1 		$697K Buy
9,182
+1,165
+15% +$91.7K 0.3% 26
2024
Q4 		$620K Buy
8,017
+185
+2% +$14.3K 0.28% 24
2024
Q3 		$572K Buy
7,832
+534
+7% +$36.5K 0.25% 28
2024
Q2 		$440K Sell
7,298
-139
-2% -$8.42K 0.21% 30
2024
Q1 		$469K Buy
7,437
+679
+10% +$39.3K 0.23% 26
2023
Q4 		$393K Sell
6,758
-208
-3% -$11K 0.2% 22
2023
Q3 		$338K Sell
6,966
-1,853
-21% -$93.9K 0.21% 23
2023
Q2 		$440K Buy
8,819
+3,229
+58% +$175K 0.26% 24
2023
Q1 		$306K Buy
5,590
+781
+16% +$45.1K 0.2% 33
2022
Q4 		$295K Buy
+4,809
New +$300K 0.2% 26

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Crestmont Private Wealth's NDAQ Position: Q2 2026 in Review

Crestmont Private Wealth sold out of Nasdaq (NDAQ) in Q2 2026, closing a stake of 11,089 shares — an estimated $941K sold.

Crestmont Private Wealth first reported a position in NDAQ in Q4 2022 and held it in 14 quarters. The position peaked at $1.01M in Q4 2025. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Crestmont Private Wealth reported no remaining Nasdaq position as of Q2 2026 after selling out during the quarter.
  • Crestmont Private Wealth sold 11,089 Nasdaq shares in Q2 2026, an estimated $941K.
  • Crestmont Private Wealth first reported a position in Nasdaq in Q4 2022 and held it in 14 quarters.
  • Crestmont Private Wealth's Nasdaq position peaked at $1.01M in Q4 2025.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.